Civic Intelligence

Ocean First Institute

990EZ • Fiscal year 2017 • EIN 47-1716881

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 01, 2017

3015 Bluff StreetBoulder, CO 80301

(303) 819-3275

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

100th percentile

826.17x

Higher debt load relative to assets than 100% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

32nd percentile

-3.9%

Higher net margin than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$53,040

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 45.3% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$6

Down $1,701 (-100%) from 2016

Net Assets

Down

-$4,951

Down $4,604 (-1327%) from 2016

Liabilities

Up

$4,957

Up $2,903 (+141%) from 2016

Revenue

Down

$117,037

Down $14,442 (-11%) from 2016

Expenses

Down

$121,641

Down $9,631 (-7.3%) from 2016

Net Income

Down

-$4,604

Down $4,811 (-2324%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0-$200KAssets 2015: $92Liabilities 2015: $646Net Assets 2015: -$5542015Assets 2016: $1,707Liabilities 2016: $2,054Net Assets 2016: -$3472016Assets 2017: $6Liabilities 2017: $4,957Net Assets 2017: -$4,9512017Assets 2018: $6,943Liabilities 2018: $14,725Net Assets 2018: -$7,7822018Assets 2019: $12,297Liabilities 2019: $0Net Assets 2019: $12,2972019Assets 2020: $96,662Liabilities 2020: $80,350Net Assets 2020: $16,3122020Assets 2021: $105,746Liabilities 2021: $99,850Net Assets 2021: $5,8962021Assets 2022: $133,140Liabilities 2022: $56,000Net Assets 2022: $77,1402022Assets 2023: $145,850Liabilities 2023: $54,320Net Assets 2023: $91,5302023Assets 2024: $564,282Liabilities 2024: $56,870Net Assets 2024: $507,4122024

Highlighted filing

2017

Assets$6
Liabilities$4,957
Net Assets-$4,951

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2015: $63,000Expenses 2015: $63,554Net Income 2015: -$5542015Revenue 2016: $131,479Expenses 2016: $131,272Net Income 2016: $2072016Revenue 2017: $117,037Expenses 2017: $121,641Net Income 2017: -$4,6042017Revenue 2018: $117,055Expenses 2018: $119,886Net Income 2018: -$2,8312018Revenue 2019: $189,950Expenses 2019: $169,871Net Income 2019: $20,0792019Revenue 2020: $170,339Expenses 2020: $166,324Net Income 2020: $4,0152020Revenue 2021: $208,921Expenses 2021: $219,337Net Income 2021: -$10,4162021Revenue 2022: $437,433Expenses 2022: $366,189Net Income 2022: $71,2442022Revenue 2023: $432,526Expenses 2023: $403,715Net Income 2023: $28,8112023Revenue 2024: $949,781Expenses 2024: $616,413Net Income 2024: $333,3682024

Highlighted filing

2017

Revenue$117,037
Expenses$121,641
Net Income-$4,604
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$117,037
Mission and Program Overview

Mission

Ocean first institute works to deepen the natural connection between people and the ocean. We educate and empower people to understand the ocean is our life support system no matter where they live, and that we need a healthy ocean to have a healthy planet. We provide individuals the opportunity to engage in activities that support sustainability, biodiversity and improve the health of our ocean

Program Services

DescriptionGrantsExpenses
BLUE CERTIFIED PROGRAM - AN ECO-CERTIFICATION PROGRAM SPECIFICALLY DESIGNED FOR MARINE TOURISM OPERATIONS AND DIVE CENTERS, TO REDUCE HARMFUL IMPACTS, ENSURE THE LONG-TERM HEALTH OF GLOBAL MARINE ENVIRONMENTS, AND PRESERVE THE LIVELIHOOD OF THE DIVE INDUSTRY.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKKI MCCOMB-KOBZAExecutive DirectorFT$53,040-$53,040
LAUREN RIEGLERDirector Of OutreachPT$31,200-$31,200
GRAHAM CASDENChair Of The Board Of DirePT$0--
MICHAEL O'TOOLETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Ocean First Institute
EIN
47-1716881
Phone
3038193275
Address
3015 BLUFF STREET, BOULDER, CO 80301

Signing Officer

Name
Graham Casden
Title
Chair of the Board of Directors
Phone
3038193275
Signed
2017-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Hulet & Associates Pc
Address
2955 VALMONT ROAD STE 210, BOULDER, CO 80301
Preparer
Stephen C Hulet
Phone
3034407525
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: payroll processing. Amount: 1,313. Description: travel. Amount: 2,290. Description: donation. Amount: 200. Description: meals. Amount: 366. Description: taxes. Amount: 6,705. Description: marketing. Amount: 577. Description: events. Amount: 1,774. Description: insurance. Amount: 3,097. Description: supplies. Amount: 3,762. Description: bank fee's. Amount: 589. Description: grant service. Amount: 99. Description: books. Amount: 40. Description: telephone. Amount: 30. Description: web development. Amount: 26. Description: webinar hosting. Amount: 305. Description: independent contractor. Amount: 3,403. Total to form 990-ez, line 16: 24,576.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: wells fargo credit card. Beg. Of year amount: 278. End of year amount: 0. Description: visa - 3686. Beg. Of year amount: 1,651. End of year amount: 0. Description: accounts payable. Beg. Of year amount: 125. End of year amount: 0. Description: visa-1271. Beg. Of year amount: 0. End of year amount: 2,846. Description: visa - 9799. Beg. Of year amount: 0. End of year amount: 1,959. Description: wells fargo checking. Beg. Of year amount: 0. End of year amount: 152.

Raw XML Appendix157 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOULDER
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080306
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKKI MCCOMB-KOBZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GRAHAM CASDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL O'TOOLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAUREN RIEGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIR OF THE BOARD OF DIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR OF OUTREACH
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IRS990EZ/PrimaryExemptPurposeTxt0OCEAN FIRST INSTITUTE WORKS TO DEEPEN THE NATURAL CONNECTION BETWEEN PEOPLE AND THE OCEAN. WE EDUCATE AND EMPOWER PEOPLE TO UNDERSTAND THE OCEAN IS OUR LIFE SUPPORT SYSTEM NO MATTER WHERE THEY LIVE, AND THAT WE NEED A HEALTHY OCEAN TO HAVE A HEALTHY PLANET. WE PROVIDE INDIVIDUALS THE OPPORTUNITY TO ENGAGE IN ACTIVITIES THAT SUPPORT SUSTAINABILITY, BIODIVERSITY AND IMPROVE THE HEALTH OF OUR OCEAN
IRS990EZ/PrintingPublicationsPostageAmt03658
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PAYROLL PROCESSING. AMOUNT: 1,313. DESCRIPTION: TRAVEL. AMOUNT: 2,290. DESCRIPTION: DONATION. AMOUNT: 200. DESCRIPTION: MEALS. AMOUNT: 366. DESCRIPTION: TAXES. AMOUNT: 6,705. DESCRIPTION: MARKETING. AMOUNT: 577. DESCRIPTION: EVENTS. AMOUNT: 1,774. DESCRIPTION: INSURANCE. AMOUNT: 3,097. DESCRIPTION: SUPPLIES. AMOUNT: 3,762. DESCRIPTION: BANK FEE'S. AMOUNT: 589. DESCRIPTION: GRANT SERVICE. AMOUNT: 99. DESCRIPTION: BOOKS. AMOUNT: 40. DESCRIPTION: TELEPHONE. AMOUNT: 30. DESCRIPTION: WEB DEVELOPMENT. AMOUNT: 26. DESCRIPTION: WEBINAR HOSTING. AMOUNT: 305. DESCRIPTION: INDEPENDENT CONTRACTOR. AMOUNT: 3,403. TOTAL TO FORM 990-EZ, LINE 16: 24,576.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: WELLS FARGO CREDIT CARD. BEG. OF YEAR AMOUNT: 278. END OF YEAR AMOUNT: 0. DESCRIPTION: VISA - 3686. BEG. OF YEAR AMOUNT: 1,651. END OF YEAR AMOUNT: 0. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 125. END OF YEAR AMOUNT: 0. DESCRIPTION: VISA-1271. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,846. DESCRIPTION: VISA - 9799. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,959. DESCRIPTION: WELLS FARGO CHECKING. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 152.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR OF THE BOARD OF DIRECTORS
ReturnHeader/BusinessOfficerGrp/PhoneNum03038193275
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-01
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ReturnHeader/Filer/EIN0471716881
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ReturnHeader/ReturnTs02017-11-06T11:37:11-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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